Q3 2026 13F · SEC CIK 1774086

RDA Financial Network

Wealth managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $458.9M
Reported positions: 266
Top holdings a year, 3 yrs: +23.4%
Assets under management: $675.2M

RDA Financial Network is a wealth manager that reported 266 positions worth $458.9M in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Nvidia Corporation (NVDA, 4.9%), Microsoft Corp (MSFT, 3.8%), Alphabet Inc (GOOGL, 3.1%). A portfolio copying its top holdings returned 23.4% a year over the last 3 years, against 22.3% for the S&P 500.

RDA Financial Network holdings largest 50 of 266 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

RDA Financial Network 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	4.9%	4.3%	99,081	+0.5%	$22.6M
MSFTMicrosoft Corp	3.8%	2.9%	34,046	-5.8%	$17.5M
GOOGLAlphabet Inc	3.1%	3.5%	42,012	-5.1%	$14.5M
AAPLApple Inc	3.1%	2.8%	43,202	-2.6%	$14.4M
METAMeta Platforms Inc	3.1%	2.3%	19,470	+3.1%	$14.1M
AMZNAmazon Com Inc	3.0%	2.9%	55,930	+0.5%	$13.9M
AVGOBroadcom Inc	3.0%	3.3%	39,111	-2.3%	$13.7M
QQQInvesco Qqq Tr	3.0%	2.9%	18,422	+3.5%	$13.6M
VYMVanguard Whitehall Fds	2.1%	2.1%	63,211	+2.7%	$9.8M
JPMJpmorgan Chase & Co	2.1%	2.1%	29,614	-1.3%	$9.8M
VVisa Inc	2.1%	2.1%	26,814	-2.9%	$9.6M
MUMicron Technology Inc	1.6%	1.2%	6,990	+45.7%	$7.4M
ASMLAsml Hldg NV	1.5%	1.7%	3,831	-0.0%	$6.9M
TSMTaiwan Semiconductor Manufac	1.3%	1.4%	13,376	-3.5%	$6.1M
ANETArista Networks Inc	1.3%	1.1%	29,350	-5.4%	$6.0M
SPYGState Street Spdr Portfolio S&p 500 Grow	1.2%	1.1%	46,099	+4.2%	$5.7M
FBNDFidelity Merrimack Str Tr	1.2%	1.3%	129,794	+0.8%	$5.6M
PVALPutnam Focused Large Capvalue ETF	1.2%	1.2%	103,562	-4.0%	$5.4M
LLYEli Lilly & Co	1.1%	1.2%	4,434	-1.8%	$5.1M
IJHIshares Tr	1.1%	1.1%	69,907	+2.2%	$5.0M
JEPIJ P Morgan Exchange Traded F	1.1%	1.0%	89,036	+13.0%	$5.0M
BRK-BBerkshire Hathaway Inc Del	1.1%	1.0%	9,674	+4.1%	$4.8M
RECSColumbia ETF Tr I	1.0%	1.0%	106,304	-2.0%	$4.8M
SPLGSpdr Series Trust	1.0%	1.0%	50,264	-0.6%	$4.5M
FLOTIshares Tr	1.0%	—	85,820	—	$4.4M
COSTCostco Wholesale Corporation	0.9%	0.9%	4,358	+0.8%	$4.0M
MOATVaneck Morningstar Wide Moat ETF	0.9%	0.8%	36,988	+4.4%	$3.9M
ISRGIntuitive Surgical Inc	0.8%	0.7%	9,528	+12.4%	$3.9M
IDMOInvesco Exch Traded Fd Tr II	0.8%	0.8%	63,341	+5.2%	$3.9M
WMTWalmart Inc	0.8%	0.9%	36,816	-1.1%	$3.8M
DNPDnp Select Income Fd Inc	0.8%	0.8%	379,075	+10.0%	$3.6M
ACWIIshares Tr	0.8%	0.8%	22,586	-2.7%	$3.6M
IUSBIshares Tr	0.7%	0.6%	77,772	+28.4%	$3.4M
VRTXVertex Pharmaceuticals Inc	0.7%	0.9%	6,477	-23.1%	$3.4M
XLFSelect Sector Spdr Tr	0.7%	0.7%	63,303	+0.1%	$3.4M
BDYNBlackrock ETF Trust	0.7%	0.7%	118,292	+4.5%	$3.3M
NETCloudflare Inc	0.7%	0.9%	9,224	-43.6%	$3.2M
BILSpdr Series Trust	0.7%	0.8%	34,326	-15.9%	$3.1M
CRWDCrowdstrike Hldgs Inc	0.7%	0.6%	11,740	+246.0%	$3.1M
XLKSelect Sector Spdr Tr	0.7%	0.7%	15,543	-7.3%	$3.0M
AVUVAmerican Centy ETF Tr	0.6%	0.7%	25,082	-6.2%	$3.0M
ACWXIshares Tr	0.6%	—	37,136	—	$2.8M
QQQMInvesco Exch Traded Fd Tr II	0.6%	0.7%	9,111	-7.4%	$2.8M
ELVElevance Health Inc Formerly	0.6%	0.6%	6,940	+0.3%	$2.7M
BFLXBlackrock ETF Trust	0.6%	—	104,963	—	$2.7M
GOOGAlphabet Inc	0.6%	0.6%	7,903	+2.9%	$2.7M
QYLDGlobal X Fds	0.6%	0.6%	141,212	+0.0%	$2.6M
SCHZSchwab Strategic Tr	0.6%	—	115,920	—	$2.6M
PAAAPgim ETF Tr	0.5%	—	48,851	—	$2.5M
AFIFHorizon Fds	0.5%	0.5%	268,991	+1.7%	$2.5M

What RDA Financial Network bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

CRWD Crowdstrike Hldgs Inc+246.0% shares
MU Micron Technology Inc+45.7% shares
IUSB Ishares Tr+28.4% shares
JEPI J P Morgan Exchange Traded F+13.0% shares
ISRG Intuitive Surgical Inc+12.4% shares
DNP Dnp Select Income Fd Inc+10.0% shares
IDMO Invesco Exch Traded Fd Tr II+5.2% shares

Reduced

NET Cloudflare Inc-43.6% shares
VRTX Vertex Pharmaceuticals Inc-23.1% shares
BIL Spdr Series Trust-15.9% shares
QQQM Invesco Exch Traded Fd Tr II-7.4% shares
XLK Select Sector Spdr Tr-7.3% shares
AVUV American Centy ETF Tr-6.2% shares
MSFT Microsoft Corp-5.8% shares
ANET Arista Networks Inc-5.4% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +6.3% /yr; S&P 500 +11.7%
3 years: +23.4% /yr; S&P 500 +22.3%
5 years: +11.8% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$458.9M	266
Q2 2026	$458.7M	284
Q1 2026	$399.6M	273
Q4 2025	$415.4M	265
Q3 2025	$405.5M	257
Q2 2025	$370.2M	256
Q1 2025	$335.4M	243
Q4 2024	$343.0M	238
Q3 2024	$322.3M	228
Q2 2024	$305.2M	227
Q1 2024	$291.8M	223
Q4 2023	$263.9M	225

Questions about RDA Financial Network's portfolio

What stocks does RDA Financial Network own?

RDA Financial Network's latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 266 positions worth $458.9M. The largest are Nvidia Corporation (NVDA) at 4.9%, Microsoft Corp (MSFT) at 3.8%, Alphabet Inc (GOOGL) at 3.1%, Apple Inc (AAPL) at 3.1% and Meta Platforms Inc (META) at 3.1%.

What did RDA Financial Network buy last quarter?

In Q3 2026, RDA Financial Network added Crowdstrike Hldgs Inc (CRWD) (+246.0% shares), Micron Technology Inc (MU) (+45.7% shares) and Ishares Tr (IUSB) (+28.4% shares), compared with its Q2 2026 filing.

What did RDA Financial Network sell last quarter?

In Q3 2026, RDA Financial Network cut from its top 50 Janus Detroit Str Tr (JAAA), cut from its top 50 Ge Aerospace (GE), cut from its top 50 Vaneck Merk Gold Trust (OUNZ), cut from its top 50 Vanguard Index Fds (VTI), cut from its top 50 Schwab Strategic Tr (SCHD), Cloudflare Inc (NET) (-43.6% shares), Vertex Pharmaceuticals Inc (VRTX) (-23.1% shares) and Spdr Series Trust (BIL) (-15.9% shares), compared with its Q2 2026 filing.

How has RDA Financial Network's portfolio performed?

A portfolio copying RDA Financial Network's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.4% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +6.3% against +11.7%. Over 5 years: +11.8% a year against +10.6%.

When is RDA Financial Network's next 13F filing due?

13F filings are due 45 days after each quarter ends. RDA Financial Network's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does RDA Financial Network manage?

RDA Financial Network reported $675.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $458.9M.